We manage all aspects of family foundations, building cohesion and removing administrative burdens so that you can focus on impact.

Goal Alignment

Philanthropic Model Development

Business Process Improvement

Grant Portfolio Administration

Group Giving Management

Value: We help your family foundation establish a strong and cohesive infrastructure to streamline grant-making processes, strengthening family bonds and catalyzing interest and activity on behalf of the family members to maximize long-term philanthropic impact.

We leverage cutting-edge practices to enable you to maximize social returns on your philanthropic investments.

Grantee Evaluation

Strategic Partnership Development

Communication Campaign Design

​Value: We enable you to achieve high-impact objectives by strengthening your connection to the grantees and beneficiaries and leveraging cutting-edge research and best practices.

We maximize philanthropic return on investment and strengthen non-profit capacity through management consulting.

Resource Development

Mergers and Acquisitions

Fundraising

Strategic Partnerships

Communications and Public Relations

Program Development and Planning

Value: We maximize your organization's return on investment as well as strengthen non-profit infrastructure and capacity to achieve your mission.

Our Core Values

Trust and Discretion

We believe that maximum impact begins with cultivating a close and trusting relationship with discretion on all matters.

Collaboration

We leverage strategic partnerships across diverse sectors to develop tailored and forward-thinking responses to social challenges.

Learning

We are constantly learning, exploring and innovating for maximum returns on your philanthropic investments.

Equity

We believe all beneficiaries are equal and should be invested in programs that seek to improve their lives.